Civic Intelligence

Belmont Capital LLC

Plan context: Belmont Capital Tax Deferred Savings Plan and Trust

EIN 27-1144301 • 17 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

536

2025 Assets

$42,201,716

2025 Contributions

$3,775,961

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$42,201,716$21,100,858$0200920172025YearValue
$42,201,716Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6353180200920172025YearValue
536Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251536$42,201,716$3,775,961$7,045iApproximate average salary by contribution assumption: employee only about $176,118 at 4% or $117,412 at 6%; with 50% employer match about $117,412 at 4% or $78,274 at 6%; with 100% employer match about $88,059 at 4% or $58,706 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-536$42,201,716$3,775,961$7,045iApproximate average salary by contribution assumption: employee only about $176,118 at 4% or $117,412 at 6%; with 50% employer match about $117,412 at 4% or $78,274 at 6%; with 100% employer match about $88,059 at 4% or $58,706 at 6%.
20241570$36,690,639$3,282,180$5,758iApproximate average salary by contribution assumption: employee only about $143,955 at 4% or $95,970 at 6%; with 50% employer match about $95,970 at 4% or $63,980 at 6%; with 100% employer match about $71,978 at 4% or $47,985 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-570$36,690,639$3,282,180$5,758iApproximate average salary by contribution assumption: employee only about $143,955 at 4% or $95,970 at 6%; with 50% employer match about $95,970 at 4% or $63,980 at 6%; with 100% employer match about $71,978 at 4% or $47,985 at 6%.
20231619$30,843,535$3,063,691$4,949iApproximate average salary by contribution assumption: employee only about $123,736 at 4% or $82,490 at 6%; with 50% employer match about $82,490 at 4% or $54,994 at 6%; with 100% employer match about $61,868 at 4% or $41,245 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-619$30,843,535$3,063,691$4,949iApproximate average salary by contribution assumption: employee only about $123,736 at 4% or $82,490 at 6%; with 50% employer match about $82,490 at 4% or $54,994 at 6%; with 100% employer match about $61,868 at 4% or $41,245 at 6%.
20221635$26,136,008$2,997,331$4,720iApproximate average salary by contribution assumption: employee only about $118,005 at 4% or $78,670 at 6%; with 50% employer match about $78,670 at 4% or $52,447 at 6%; with 100% employer match about $59,003 at 4% or $39,335 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-635$26,136,008$2,997,331$4,720iApproximate average salary by contribution assumption: employee only about $118,005 at 4% or $78,670 at 6%; with 50% employer match about $78,670 at 4% or $52,447 at 6%; with 100% employer match about $59,003 at 4% or $39,335 at 6%.
20211623$29,702,641$2,324,218$3,731iApproximate average salary by contribution assumption: employee only about $93,267 at 4% or $62,178 at 6%; with 50% employer match about $62,178 at 4% or $41,452 at 6%; with 100% employer match about $46,634 at 4% or $31,089 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-623$29,702,641$2,324,218$3,731iApproximate average salary by contribution assumption: employee only about $93,267 at 4% or $62,178 at 6%; with 50% employer match about $62,178 at 4% or $41,452 at 6%; with 100% employer match about $46,634 at 4% or $31,089 at 6%.
20201616$26,195,064$2,166,203$3,517iApproximate average salary by contribution assumption: employee only about $87,914 at 4% or $58,609 at 6%; with 50% employer match about $58,609 at 4% or $39,073 at 6%; with 100% employer match about $43,957 at 4% or $29,305 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-616$26,195,064$2,166,203$3,517iApproximate average salary by contribution assumption: employee only about $87,914 at 4% or $58,609 at 6%; with 50% employer match about $58,609 at 4% or $39,073 at 6%; with 100% employer match about $43,957 at 4% or $29,305 at 6%.
20191501$22,468,435$2,158,109$4,308iApproximate average salary by contribution assumption: employee only about $107,690 at 4% or $71,793 at 6%; with 50% employer match about $71,793 at 4% or $47,862 at 6%; with 100% employer match about $53,845 at 4% or $35,897 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-501$22,468,435$2,158,109$4,308iApproximate average salary by contribution assumption: employee only about $107,690 at 4% or $71,793 at 6%; with 50% employer match about $71,793 at 4% or $47,862 at 6%; with 100% employer match about $53,845 at 4% or $35,897 at 6%.
20181387$16,166,727$1,456,496$3,764iApproximate average salary by contribution assumption: employee only about $94,089 at 4% or $62,726 at 6%; with 50% employer match about $62,726 at 4% or $41,817 at 6%; with 100% employer match about $47,044 at 4% or $31,363 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-387$16,166,727$1,456,496$3,764iApproximate average salary by contribution assumption: employee only about $94,089 at 4% or $62,726 at 6%; with 50% employer match about $62,726 at 4% or $41,817 at 6%; with 100% employer match about $47,044 at 4% or $31,363 at 6%.
20171393$18,353,854$1,116,187$2,840iApproximate average salary by contribution assumption: employee only about $71,004 at 4% or $47,336 at 6%; with 50% employer match about $47,336 at 4% or $31,557 at 6%; with 100% employer match about $35,502 at 4% or $23,668 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-393$18,353,854$1,116,187$2,840iApproximate average salary by contribution assumption: employee only about $71,004 at 4% or $47,336 at 6%; with 50% employer match about $47,336 at 4% or $31,557 at 6%; with 100% employer match about $35,502 at 4% or $23,668 at 6%.
20161399$15,875,288$1,208,132$3,028iApproximate average salary by contribution assumption: employee only about $75,697 at 4% or $50,465 at 6%; with 50% employer match about $50,465 at 4% or $33,643 at 6%; with 100% employer match about $37,849 at 4% or $25,232 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-399$15,875,288$1,208,132$3,028iApproximate average salary by contribution assumption: employee only about $75,697 at 4% or $50,465 at 6%; with 50% employer match about $50,465 at 4% or $33,643 at 6%; with 100% employer match about $37,849 at 4% or $25,232 at 6%.
20151406$14,641,745$1,221,277$3,008iApproximate average salary by contribution assumption: employee only about $75,202 at 4% or $50,135 at 6%; with 50% employer match about $50,135 at 4% or $33,423 at 6%; with 100% employer match about $37,601 at 4% or $25,067 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-406$14,641,745$1,221,277$3,008iApproximate average salary by contribution assumption: employee only about $75,202 at 4% or $50,135 at 6%; with 50% employer match about $50,135 at 4% or $33,423 at 6%; with 100% employer match about $37,601 at 4% or $25,067 at 6%.
20141377$15,073,963$1,224,079$3,247iApproximate average salary by contribution assumption: employee only about $81,172 at 4% or $54,115 at 6%; with 50% employer match about $54,115 at 4% or $36,077 at 6%; with 100% employer match about $40,586 at 4% or $27,057 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-377$15,073,963$1,224,079$3,247iApproximate average salary by contribution assumption: employee only about $81,172 at 4% or $54,115 at 6%; with 50% employer match about $54,115 at 4% or $36,077 at 6%; with 100% employer match about $40,586 at 4% or $27,057 at 6%.
20131311$17,443,258$1,051,857$3,382iApproximate average salary by contribution assumption: employee only about $84,554 at 4% or $56,370 at 6%; with 50% employer match about $56,370 at 4% or $37,580 at 6%; with 100% employer match about $42,277 at 4% or $28,185 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-311$17,443,258$1,051,857$3,382iApproximate average salary by contribution assumption: employee only about $84,554 at 4% or $56,370 at 6%; with 50% employer match about $56,370 at 4% or $37,580 at 6%; with 100% employer match about $42,277 at 4% or $28,185 at 6%.
20121241$13,850,346$815,806$3,385iApproximate average salary by contribution assumption: employee only about $84,627 at 4% or $56,418 at 6%; with 50% employer match about $56,418 at 4% or $37,612 at 6%; with 100% employer match about $42,314 at 4% or $28,209 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-241$13,850,346$815,806$3,385iApproximate average salary by contribution assumption: employee only about $84,627 at 4% or $56,418 at 6%; with 50% employer match about $56,418 at 4% or $37,612 at 6%; with 100% employer match about $42,314 at 4% or $28,209 at 6%.
20111249$11,882,878$822,432$3,303iApproximate average salary by contribution assumption: employee only about $82,573 at 4% or $55,049 at 6%; with 50% employer match about $55,049 at 4% or $36,699 at 6%; with 100% employer match about $41,287 at 4% or $27,524 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-249$11,882,878$822,432$3,303iApproximate average salary by contribution assumption: employee only about $82,573 at 4% or $55,049 at 6%; with 50% employer match about $55,049 at 4% or $36,699 at 6%; with 100% employer match about $41,287 at 4% or $27,524 at 6%.
20101281$12,597,186$923,937$3,288iApproximate average salary by contribution assumption: employee only about $82,201 at 4% or $54,801 at 6%; with 50% employer match about $54,801 at 4% or $36,534 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-281$12,597,186$923,937$3,288iApproximate average salary by contribution assumption: employee only about $82,201 at 4% or $54,801 at 6%; with 50% employer match about $54,801 at 4% or $36,534 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
20091476$19,583,730$1,871,066$3,931iApproximate average salary by contribution assumption: employee only about $98,270 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,135 at 4% or $32,757 at 6%.
Belmont Capital Tax Deferred Savings Plan and Trust-476$19,583,730$1,871,066$3,931iApproximate average salary by contribution assumption: employee only about $98,270 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,135 at 4% or $32,757 at 6%.